Railway grain shipments to the ports of Greater Odesa during the first five days of August fell by 84.3% compared to the same period in July—to 40.8 thousand metric tons, according to the brokerage firm Spike Brokers.
According to its data, the total volume of agricultural exports from Ukraine for August 1–6 amounted to 312,900 metric tons, compared to 784,500 metric tons for the same period in July, a decrease of 60.1%. At the same time, export revenue decreased by 38.4%—to $201.5 million from $326.9 million.
The sharpest decline was seen in grains: wheat exports for the first six days of August totaled 93.2 thousand metric tons, compared to 294.9 thousand metric tons in early July, while corn exports totaled 33.5 thousand metric tons, compared to 293.7 thousand metric tons, respectively.
At the same time, a seasonal flow of rapeseed totaling 27,900 metric tons appeared in the structure of August exports, while shipments of soybean meal rose to 25,700 metric tons from 18,600 metric tons during the corresponding period in July. Sunflower oil exports fell to 30.7 thousand metric tons from 52.1 thousand metric tons.
During the first five days of August, a total of 182 thousand metric tons of grain and milled products were transported by rail, which is 44.1% less than during the same period in July.
“Data from Ukrainian Railways (UZ) for the first five days of the month show a sharp decline in rail grain shipments to seaports, while land-based rail crossings and road exports are operating at a relatively higher level,” the report states.
As for overland logistics channels, from August 1–6, 59,600 metric tons of agricultural products were exported through road border crossings, compared to 53,600 metric tons during the same period in July (an increase of 11.3%).
According to Spike Brokers, the average daily throughput of grain and meal shipments through border crossings during the first five days of August was 142 railcars, compared to 139 railcars in July.
Volumes increased the most on the Romanian route—to 31.2 railcars per day, or 29.3 railcars more than in July. Poland increased its shipments to 27.4 railcars per day (+13.8). In contrast, Hungary reduced this figure to 23 railcars per day (-15.9), and Slovakia to 14.2 railcars per day (-2.7). The backlog of grain railcars heading toward the border rose from 369 to 521 railcars, or by 41.2%.
“In contrast to the slower overall pace of agricultural exports, the road transport channel began August with greater activity than in July. However, its absolute capacity remains insufficient to compensate for the reduction in large-tonnage grain flows through seaports,” the report states.
An increase in activity was also recorded on the Danube route: the number of grain cars in transit rose to 1,296 (+155), and the average daily unloading rate increased to 157 cars (+106).
Nibulon Joint Venture LLC exported 3.15 million metric tons of agricultural products in the 2025/2026 marketing year (MY), a 32% increase from the previous season, when exports totaled 2.39 million metric tons, the company’s press service reported.
As noted in the statement, the company’s share of grain exports rose to 7% from 5.1% a year earlier.
The company attributes this growth to expanded cooperation with agricultural producers, updated trading approaches, an expanded export footprint, and a strengthened international trade presence.
According to the company, it currently works with approximately 4,000 agricultural producers and exports Ukrainian agricultural products to 26 countries worldwide.
Before the war, Nibulon Joint Venture LLC cultivated 82,000 hectares of land across 12 regions of Ukraine and exported agricultural products to more than 70 countries worldwide. In 2021, the grain trader exported 5.64 million metric tons of agricultural products—the highest volume in its history. After the war began, the company was forced to relocate its headquarters from Mykolaiv to Kyiv. In addition to 23 grain elevator complexes,
“Nibulon” has its own trucking and rail transport capabilities, as well as a fleet built at its own shipyard. During wartime, this fleet continues to provide river transportation services.
The company is also actively developing its own humanitarian demining unit to restore safety on leased lands and assist Ukraine’s agricultural sector. Nibulon is a certified mine action operator.
agricultural producer, AGRICULTURAL PRODUCTS, EXPORTS, GRAIN, NIBULON
According to its 2025 results, the IMK agricultural holding reduced its physical sales volume of agricultural products by 31.2%—to 768,100 tons— but minimized the revenue decline to 10% thanks to a significant increase in global prices, according to the company’s annual report on the Warsaw Stock Exchange.
According to the document, the holding’s total revenue amounted to $190.4 million compared to $211.2 million in 2024.
Corn made the largest contribution to the result, with its share in the revenue structure increasing from 51.1% to 58.2%. Despite a 21.6% decline in sales volume (to 524,300 tons), revenue from this crop rose slightly to $110.8 million thanks to a 31% jump in the selling price to $211 per ton.
A similar situation was observed in the sunflower segment: while physical sales fell by 30.7% to 80.5 thousand tons, revenue remained stable at $46.9 million due to a 45.5% increase in the price—to $582 per ton.
The situation with wheat proved to be the most challenging, with revenue from it plummeting by 42.7% to $32.1 million due to a twofold drop in sales volumes.
At the same time, the cost of sales in 2025 remained virtually unchanged at $179.8 million (a 1% increase).
The report highlights a significant increase in the cost of raw materials and supplies, up 36% to $134.5 million, as well as in fuel and energy costs, up 36% to $17.9 million.
IMK specializes in growing grain and oilseed crops and grain storage operations. The company cultivates approximately 115,000 hectares of land in the Poltava, Chernihiv, and Sumy regions. IMK’s grain storage capacity totals 554,000 tons. The holding company owns its own fleet of trucks, grain railcars, and high-performance agricultural machinery. The group’s shares have been listed on the Warsaw Stock Exchange since May 2011. The company is ranked among the TOP 100 largest landowners in Ukraine.
IMK’s net profit for 2025 rose by 24% to $67.5 million, while consolidated revenue fell by 10% to $190.4 million. The agricultural holding’s normalized EBITDA increased by 11% to $95.8 million. The company’s total debt for the past year decreased to $17.9 million.
According to the Ukrainian Agribusiness Club (UAC), Ukraine exported 5.5 million tons of agricultural products in March 2026, a 10.8% increase from the previous month, the organization reported on Facebook.
According to the report, following four months of stable shipments, an increase in exports was observed across all product categories in March. Specifically, grain exports rose by 7% compared to February, totaling 3.7 million tons. In the structure of grain exports, corn accounted for 75%, wheat for 24%, and barley for 1%.
Exports of oilseeds increased by 12% to 338,800 tons (soybeans – 58%, rapeseed – 40%, sunflower seeds – 1%). Supplies of vegetable oils rose by 16% to 506,800 tons, with sunflower oil accounting for 84%, soybean oil for 9%, and rapeseed oil for 7%. Exports of oilseed meal after oil extraction rose by 15% to 542,600 tons (sunflower meal – 73%, soybean meal – 27%). Other agricultural products demonstrated the highest growth rate (+32%), with sales totaling 474,800 tons.
“In the coming months, we expect at least stable shipments, if not an increase in grain exports. There are three months left until the start of the new marketing year, and there are still sufficient volumes intended for export, which threatens the formation of carryover stocks,” the association reported.
“An increase in exports is observed across all product categories following four months of steady shipments,” the UCAB noted, adding that the increase in shipments is critically important for freeing up storage capacity ahead of the new season.
Agricultural production in Ukraine increased by 1.7% in January–February 2026 compared to the same period last year, according to the State Statistics Service (SSS).
According to the agency’s data, the growth was driven exclusively by the livestock sector (index 101.7%), while data on crop production for this period are traditionally unavailable.
The main driver was agricultural enterprises, which increased production by 8.9%. The best performance in this segment was shown by enterprises in the Donetsk (index 162.5%), Lviv (132.9%), and Volyn (135.0%) regions. Overall, growth among enterprises was recorded in 20 regions.
In contrast, a decline was observed in private households: production volumes fell by 14.8% compared to January–February 2025. The largest declines in the private sector were recorded in the Donetsk (index 35.3%), Ternopil (50.9%), and Zakarpattia (63.8%) regions.
Regionally, across all categories of farms, the largest declines in production volumes were recorded in Donetsk (index 60.5%), Zakarpattia (68.3%), and Chernivtsi (82.9%) regions. At the same time, the leaders in overall growth were Vinnytsia (+22.9%), Lviv (+22.7%), and Kirovohrad (+7.6%) regions.
As reported, in January 2026, agricultural production in Ukraine increased by 3.2% compared to January 2025. Thus, over the course of two months, the growth rate slowed slightly.
According to the results of 2025, Ukraine provided domestic exporters of animal and plant products with access to 22 new foreign markets, said Serhiy Tkachuk, head of the State Service for Food Safety and Consumer Protection, during a public report on Thursday.
According to him, this figure is a record for the period of full-scale war.
“Last year, we opened 22 new export markets. Currently, work is underway to open about 300 more. It does not stop there, because it is our priority to ensure that small, medium, and large Ukrainian businesses have the opportunity to export their products worldwide,” emphasized the head of the State Service.
According to the data presented, in 2025, the Chinese market opened up to Ukrainian peas, wild-caught seafood, and aquatic products. India and Canada allowed the import of Ukrainian apples. Canada also opened its market to table eggs.
“Each new certificate is the result of lengthy technical negotiations and audits. For example, opening up markets in countries such as Canada or China requires strict adherence to high safety standards,” added Tkachuk.
In addition, the Albanian market became accessible for table eggs, Argentina for sunflower seeds, and Kuwait for processed food products. Malaysia has opened access for milk, dairy, and egg products. Vietnam and Moldova have allowed the import of dairy products not intended for human consumption. The Chilean market has opened up for meat and bone meal and feather meal, and Turkey for canned animal feed.
Tkachuk noted that since 2022, Ukraine has managed to open a total of 75 new markets, despite logistical and political challenges.
“Even in the conditions of war, we continue to expand our geography. Currently, Ukraine has the right to export agricultural products to 386 trade destinations,” he specified.
The State Service of Ukraine for Food Safety and Consumer Protection is currently exploring opportunities to access markets in Asia, the EU, America, and the Middle East. In particular, work is underway to open the Canadian market for Ukrainian wheat, corn, soybeans, and rapeseed, as well as to expand the presence of plant products in China.
